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Raymond James Financial Services Advisors’s MSCI MSCI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.03M Buy
6,910
+177
+3% +$96K 0.01% 1347
2024
Q2 		$3.24M Sell
6,733
-1,118
-14% -$555K ﹤0.01% 1397
2024
Q1 		$4.4M Sell
7,851
-1,030
-12% -$579K 0.01% 1205
2023
Q4 		$5.02M Buy
8,881
+406
+5% +$210K 0.01% 1084
2023
Q3 		$4.35M Buy
8,475
+218
+3% +$115K 0.01% 1083
2023
Q2 		$3.87M Buy
8,257
+1,209
+17% +$590K 0.01% 1159
2023
Q1 		$3.94M Sell
7,048
-135
-2% -$71.4K 0.01% 1110
2022
Q4 		$3.35M Buy
7,183
+1,347
+23% +$627K 0.01% 1171
2022
Q3 		$2.46M Buy
5,836
+320
+6% +$146K 0.01% 1315
2022
Q2 		$2.27M Sell
5,516
-1,003
-15% -$437K ﹤0.01% 1368
2022
Q1 		$3.28M Sell
6,519
-1,928
-23% -$1,000K 0.01% 1226
2021
Q4 		$5.18M Buy
8,447
+389
+5% +$244K 0.01% 996
2021
Q3 		$4.9M Buy
8,058
+798
+11% +$488K 0.01% 987
2021
Q2 		$3.87M Sell
7,260
-704
-9% -$336K 0.01% 1102
2021
Q1 		$3.34M Buy
7,964
+2,610
+49% +$1.1M 0.01% 1109
2020
Q4 		$2.39M Buy
5,354
+230
+4% +$90.2K 0.01% 1194
2020
Q3 		$1.83M Buy
5,124
+182
+4% +$66.1K 0.01% 1218
2020
Q2 		$1.65M Buy
4,942
+670
+16% +$217K 0.01% 1197
2020
Q1 		$1.24M Sell
4,272
-14,545
-77% -$4.12M 0.01% 1104
2019
Q4 		$4.86M Buy
18,817
+15,124
+410% +$3.69M 0.02% 738
2019
Q3 		$804K Buy
3,693
+452
+14% +$105K ﹤0.01% 1602
2019
Q2 		$774K Buy
3,241
+941
+41% +$211K ﹤0.01% 1646
2019
Q1 		$457K Buy
+2,300
New +$400K ﹤0.01% 1953
2018
Q4 		– Sell
-5,356
Closed -$950K – 2724
2018
Q3 		$950K Buy
5,356
+1,259
+31% +$219K ﹤0.01% 1496
2018
Q2 		$678K Buy
+4,097
New +$646K ﹤0.01% 1670

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Raymond James Financial Services Advisors's MSCI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its MSCI (MSCI) stake by 2.6% in Q3 2024, buying an estimated $96K and bringing the position to 6,910 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #1347.

Raymond James Financial Services Advisors first reported a position in MSCI in Q2 2018 and has held it in 25 quarters since. The position peaked at $5.18M in Q4 2021. 996 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Raymond James Financial Services Advisors held 6,910 shares of MSCI worth $4.03M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 177 MSCI shares in Q3 2024, an estimated $96K.
  • MSCI made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1347 holding.
  • Raymond James Financial Services Advisors first reported a position in MSCI in Q2 2018 and has held it in 25 quarters since.
  • Raymond James Financial Services Advisors's MSCI position peaked at $5.18M in Q4 2021.
  • 996 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.